Salesforce.com Certified Technical Architect Study Guide

Transcription

1 Salesfrce.cm Certified Technical Architect Study Guide Winter 15 STUDY GUIDE 0

2 Cntents CONTENTS... 1 SECTION 1. PURPOSE OF THIS STUDY GUIDE... 2 SECTION 2: ABOUT THE SALESFORCE.COM CERTIFIED TECHNICAL ARCHITECT CERTIFICATION PROGRAM... 2 SECTION 3. AUDIENCE DESCRIPTION: SALESFORCE.COM CERTIFIED TECHNICAL ARCHITECT... 3 SECTION 4. ABOUT THE EXAM... 4 SECTION 5. RECOMMENDED TRAINING AND REFERENCES... 4 SECTION 6. EXAM OUTLINE... 5 SECTION 7. SAMPLE EXAM QUESTIONS... 7 SECTION 8. ANSWERS TO SAMPLE EXAM QUESTIONS... 9 SECTION 9. MAINTAINING A CERTIFICATION TRAINING & CERTIFICATION 1

3 Sectin 1. Purpse f this Study Guide This study guide is designed t help yu evaluate if yu are ready t successfully cmplete the Salesfrce.cm Certified Technical Architect prgram. This guide prvides infrmatin abut the target audience fr the certificatin prgram, recmmended training and dcumentatin, and a cmplete list f eam bjectives all with the intent f helping yu achieve a passing scre. Salesfrce.cm highly recmmends a cmbinatin f n-the-jb eperience and self-study t maimize yur chances f passing the eam. Sectin 2: Abut the Salesfrce.cm Certified Technical Architect Certificatin Prgram The Salesfrce.cm Certified Technical Architect prgram is designed fr eperienced technical architects wh wuld like t demnstrate their knwledge, skills, and capabilities in assessing custmer architecture; designing secure, high perfrmance technical slutins n the Frce.cm platfrm; cmmunicating technical slutins and design tradeffs effectively t business stakehlders; and prviding a delivery framewrk that ensures quality and success. The Salesfrce.cm Certified Frce.cm Develper credential is a prerequisite fr the prgram. The Salesfrce.cm Certified Technical Architect certificatin prgram has three cmpnents: (1) selfevaluatin, (2) multiple-chice eam, and (3) review bard presentatin. T earn the Salesfrce.cm Certified Technical Architect credential, a candidate must successfully cmplete all three cmpnents. 1. The Salesfrce.cm Certified Technical Architect Self-Evaluatin: The first step t earning the credential is t cmplete a nn-prctred, nline questinnaire. The self-evaluatin allws candidates t evaluate their skills and ensure they have a baseline level f knwledge and eperience befre entering the prgram. This prtin f the credential prgram must be passed successfully befre a candidate can mve t the net step the multiple chice eam. 2. The Salesfrce.cm Certified Technical Architect Multiple-Chice Eam: The secnd step t earning the credential is t cmplete a multiple-chice/multiple-select, prctred eam. Candidates are required t have successfully passed the self-evaluatin within ne year f registering fr the eam. The eam must be passed successfully befre a candidate can mve t the net step the review bard. 3. The Salesfrce.cm Certified Technical Architect Review Bard Presentatin: The third and final step t earning the credential is t cmplete an in-persn r vide-enabled, prctred presentatin and interview with a panel f judges, ffered at scheduled times thrughut the year. The review bard presentatin is cmprised f: Hypthetical Scenari Presentatin and Discussin A hypthetical scenari and instructins will be prvided t the candidate upn arrival t the review bard meeting. The candidate will be given an hur t read, evaluate, and dcument a high-level architectural slutin fr the hypthetical scenari. Custmer Case Study Presentatin and Discussin Detailed instructins fr develping and presenting the custmer case study fr the review bard will be prvided t the candidate. The candidate will have a fied amunt f time t cmplete the custmer case study presentatin in advance f the scheduled review bard presentatin time. The case study presentatin is cmpleted at the candidate s wn pace and des nt require wrking at a prctred site. Hwever, the candidate will be required t submit the case study five business days prir t the scheduled review bard sessin. TRAINING & CERTIFICATION 2

4 The case study presentatin, in cmbinatin with the scenari discussin, will be evaluated and scred by the review bard judges as the final step f the Salesfrce.cm Certified Technical Architect certificatin prgram. The Salesfrce.cm Certified Technical Architect credential will be granted t a candidate upn successful cmpletin f all three parts f the prgram. Sectin 3. Audience Descriptin: Salesfrce.cm Certified Technical Architect A Salesfrce.cm Certified Technical Architect assesses the architecture envirnment and requirements; and designs secure, high-perfrming technical slutins n the Frce.cm platfrm. The architect has eperience cmmunicating technical slutins and design tradeffs t business stakehlders and prviding a delivery framewrk fr an end-t-end slutin. The candidate has a current Salesfrce.cm Develper credential and is interested in demnstrating his/her epertise as a Frce.cm Technical Architect. The Salesfrce.cm Certified Technical Architect has the eperience and skills utlined belw: 5+ years f implementatin eperience, including develpment, acrss the full sftware develpment lifecycle 3+ years f eperience in an architect rle 2+ years f eperience n the Frce.cm platfrm with at least ne f thse in a lead architect rle, implementing Salesfrce applicatins and technlgies Has held a technical architect rle n multiple cmple deplyments, OR has gained equivalent knwledge thrugh participatin and epsure t these types f prjects Either with single r multiple prjects Eperience guiding a develpment team n the apprpriate use f platfrm technlgy Identify and mitigate technical risks acrss the architecture Understanding f architecture ptins, design trade-ffs, and ability t cmmunicate design chices Epsure t glbalizatin cnsideratins n a prject Understanding f Web 2.0 and clud architecture paradigms Eperience with different types f develpment patterns / principles Eperience with bject-riented design patterns Awareness f platfrm-specific design patterns and limits Eperience develping cde n the Frce.cm platfrm Ability t identify develpment-related risks, cnsideratins, and limits fr the platfrm Eperience with multiple develpment languages (e.g..net, java, r ruby) and design framewrks Eperience with cmmn integratin patterns; eperience with integratin n the Frce.cm platfrm Understanding f and ability t architect a slutin t address security cmpleities, mechanisms, and capabilities n the Frce.cm platfrm as part f a functinal security mdel Understanding f data migratin cnsideratins, design trade-ffs, and cmmn ETL tls Awareness f large data vlume cnsideratins, risks, and mitigatin strategies TRAINING & CERTIFICATION 3

5 Awareness f general mbile slutins and architecture and understanding f n-platfrm mbile slutins and cnsideratins Awareness f cmmn third party slutin prviders fr Salesfrce Understanding f test plan design and evaluating effectiveness Eperience with prject and develpment lifecycle methdlgies Eperience presenting architectural slutins t a technical and nn-technical audience Prtfli f deplyed prject and references Sectin 4. Abut the Eam Candidates wh successfully pass the Salesfrce.cm Certified Technical Architect self-evaluatin are invited t take the multiple-chice eam cmpnent f the credential. Candidates wh successfully cmplete the multiple-chice eam will be invited t the review bard. The Salesfrce.cm Certified Technical Architect self-evaluatin has the fllwing characteristics: Cntent: 40 multiple-chice/multiple-select, survey-style questins Time alltted t cmplete the eam: 30 minutes Prerequisites: Current Salesfrce.cm Certified Frce.cm Develper credential The Salesfrce.cm Certified Technical Architect multiple-chice eam has the fllwing characteristics: Cntent: 60 multiple-chice/multiple-select questins Time alltted t cmplete the eam: 120 minutes References: N hard-cpy r nline materials may be referenced during the eam Prerequisites: Current Salesfrce.cm Certified Frce.cm Develper credential and successful cmpletin f the Salesfrce.cm Technical Architect Self-Evaluatin. The Salesfrce.cm Certified Technical Architect review bard presentatin has the fllwing characteristics: Cntent: Tw presentatins, a hypthetical scenari, and a custmer case study, fllwed by a questin and answer sessin in an interview-style frmat frm review bard members. Time alltted t cmplete the eam: 4 hurs, 15 minutes References: N hard-cpy r nline materials may be referenced during the eam Prerequisites: Current Salesfrce.cm Certified Frce.cm Develper credential and successful cmpletin f the Salesfrce.cm Technical Architect multiple-chice eam. Sectin 5. Recmmended Training and References Eperience as a Salesfrce.cm Technical Architect n Frce.cm platfrm will prvide the best preparatin fr this credential. The resurces listed belw will prvide imprtant infrmatin t help prepare fr this credential; hwever, candidates shuld cnsider implementatin prjects cmpleted t date relative t the bjectives listed in the Eam Outline sectin when preparing fr the eam cmpnents. Salesfrce.cm Training and Certificatin recmmends the fllwing training as preparatin fr the eam: Building Applicatins with Frce.cm and Visualfrce (DEV401) mdules: Applicatin Essentials TRAINING & CERTIFICATION 4

6 Designing Apps fr Multiple Users Data Management Visualfrce Pages Ape and Visualfrce Cntrllers (DEV501) mdules: Ape VF Cntrllers Managing Develpment Lifecycle Frce.cm Integratins (DEV502) Intrductin t Frce.cm Additinal resurces: Develperfrce Technical Library: Architect Cre Resurce Library Develperfrce Technical Library: Ten Cmmn Mistakes Architects Make When Building a Frce.cm Applicatin Develperfrce Whitepaper: The Frce.cm Multitenant Architecture Develperfrce Webinar: Multitenant Magic - Under the Cvers f the Frce.cm Data Architecture Develperfrce: Org Design Cnsideratins Develperfrce: Security and Identity (SSO) Develperfrce Technical Library: Building yur Web sites n Frce.cm Dcumentatin: Search fr tpics related t the bjectives listed in the Eam Outline sectin Curses and Dcumentatin are available thrugh the Help site in yur Salesfrce CRM applicatin by clicking n the Help & Training link in the tp-right crner f yur screen (requires lgin). Sectin 6. Eam Outline The Salesfrce.cm Certified Technical Architect eam measures a candidate s knwledge and skills related t the bjectives listed belw. A candidate shuld have hands-n eperience as a Salesfrce.cm Technical Architect n the Frce.cm platfrm, and have demnstrated the applicatin f each f the features/functins belw. Objective General Architecture Cncepts Given a scenari, describe the cnsideratins when wrking in an envirnment that requires a call frm an eternal applicatin t an enterprise applicatin behind a firewall Given a set f business requirements, describe hw Web technlgies shuld be applied, taking int cnsideratin internet standards Given a scenari, describe hw t design an integratin interface that leverages the internet as its transprtatin layer Platfrm Architecture Cncepts Given a scenari, determine the relevant platfrms and related architecture cnsideratins and tradeffs Multiple chice eam Review Bard eam TRAINING & CERTIFICATION 5

7 Objective Multiple chice eam Review Bard eam When wrking within the cnstraints f the platfrm, describe the applicable design cnsideratins and trade-ffs Describe the benefits, cnsideratins, and cnstraints when wrking in a multi-tenant platfrm Describe the architectural cnsideratins when rg planning and defining a single r multi-rg strategy Describe the design cnsideratins, implicatins, and ptimizatin methds used when wrking with large data vlumes Describe the differences between a native and a hybrid applicatin, and the implicatins fr a slutin Given a scenari, recmmend the apprpriate data backup strategy and business cntinuity plan Given a scenari, describe hw t design a slutin incrprating mbile requirements Describe the benefits f the scial capabilities f the platfrm and hw they can be incrprated int a slutin Given a set f requirements, describe the capabilities and cnstraints f license types, and design a slutin taking best practices int cnsideratin Given a set f business requirements, determine the apprpriate dcument management slutin Describe the capabilities and limitatins f the platfrm's internatinalizatin functinalities Security Given a scenari, describe hw t incrprate the platfrm security features int a slutin t meet data security requirements Given a set f requirements, describe the apprpriate identity management mechanisms t apply within a slutin Describe the cncepts behind Web applicatin security and cmmn risk mitigatin strategies Describe hw internet security impacts slutin architecture Given a scenari, describe hw t map business requirements t the apprpriate security mechanisms Describe the platfrm cmpliance certificatins and hw they are relevant t a custmer Applicatin Design Patterns Given a set f business requirements, describe the apprpriate cmbinatin f declarative and prgrammatic functinality within a slutin Given a scenari, describe the business and technical trade-ffs when justifying the cmbinatin f declarative and prgrammatic functinality used within a slutin Given a scenari, describe the best practices and implicatins f database design and mdeling Given a scenari, determine the apprpriate methds t use when architecting fr usability and perfrmance Describe hw t architect a slutin fr ptimal perfrmance, scalability, maintainability, and reuse Describe the bject-riented design principles and design patterns that were taken int cnsideratin when determining the apprpriate architecture fr a slutin Given a scenari, describe the practical implicatins f using the MVC design pattern Given a set f business requirements, determine the apprpriate cntrller design Given a scenari, describe when t apply the apprpriate Ape functinality, such as custm settings, asynchrnus Ape, and batch Ape Describe the implicatins f the rder f eecutin f transactins within the platfrm Integratin Patterns and Best Practices Given a scenari, describe the platfrm integratin capabilities available and the implementatin cnsideratins Evaluate a custmer integratin envirnment; recmmend the apprpriate strategy and technlgy cmpnents based n cmmn integratin patterns Given a scenari, describe the capabilities and limitatins f the Frce.cm APIs and language tlkits and determine the apprpriate apprach Develpment Lifecycle and Deplyment Planning Describe hw t map requirements fr traceability thrughut the full test-driven develpment TRAINING & CERTIFICATION 6

8 Objective Multiple chice eam Review Bard eam lifecycle Describe the platfrm tls, use cases, limitatins, and best practices fr envirnment management Describe testing strategies and cnsideratins when designing a cmprehensive test plan Describe the cmpnents f a successful deplyment strategy Given a scenari, determine the data migratin strategy, cnsideratins, and apprpriate tls t use Describe the cre cmpnents f a gvernance mdel, such as cnfiguratin change management and gvernance bard Describe the ptins available fr surce cntrl management and cmmn tls fr release management Describe the benefits and risks f the different develpment methdlgies and recmmend the apprpriate methdlgy based n the custmer envirnment Cmmunicatin Describe hw t effectively cnduct an architectural assessment t uncver business requirements and strategy Articulate the benefits, limitatins, cnsideratins, and design chices fr a slutin architecture and handle bjectins related t the design Demnstrate the ability t scialize an architecture design acrss a brad set f stakehlders Demnstrate hw visualizatin and dcumentatin tls can be used t articulate the slutin architecture Demnstrate the ability t handle unepected radblcks and t determine the apprpriate net steps Demnstrate the ability t share knwledge and learning thrugh eperience and mentrship Sectin 7. Sample Eam Questins The fllwing questins are representative f thse n the Salesfrce.cm Certified Technical Architect multiple-chice eam. These questins are nt designed t test yur readiness t successfully cmplete the certificatin eam, but shuld be used t becme familiar with the types f questins n the eam. The actual eam questins may be mre r less difficult than the questins belw. 1. Universal Cntainers has 5,000 emplyees acrss five business divisins. Each business divisin perates independently with unique business prcesses t serve different industry verticals. Data fr each business divisin is restricted t users within that divisin; hwever, there is a grup f specialist resurces that require access t data acrss business divisin. Universal Cntainers is implementing Salesfrce and prjecting case vlumes f tw millin recrds annually acrss divisins. The future data mdel will cntain 200 r mre custm bjects. Senir management requires cnslidated crss-divisin reprting. Based n these requirements, the Universal Cntainers prject team wuld like t implement a single rganizatin strategy with delegated administratin allcated t a system administratr fr each divisin. Which implicatin shuld an architect cnsider when reviewing the apprach with the prject team? (There are tw crrect answers.) A. A cmple structure f rles, grups, and sharing rules will be required t prvide data access within and acrss divisins. B. All business prcesses fr each divisin will need t be standardized int a single set f business prcesses acrss divisins. TRAINING & CERTIFICATION 7

9 C. Large data vlume ptimizatin will need t be implemented fr key bjects t imprve reprt perfrmance. D. Gvernance and change management prcesses will need t be applied separately t each divisin. 2. Universal Cntainers uses custm security tkens t allw emplyees t access internally hsted applicatins. The cmpany wuld like t integrate with Salesfrce, but des nt want t change the eisting security mechanism. Which ptin shuld be cnsidered? (There are tw crrect answers.) A. Use the OAuth 2.0 API and prtcl t decipher and translate tkens and establish user identity in Salesfrce. B. Use an AppEchange tl t translate the custm tken t a tken understd by the Salesfrce authenticatin framewrk. C. Use delegated authenticatin t handle lgin requests and validate the custm security tken. D. Use a custm Ape security service t decrypt tkens and authenticate against credentials stred n the Salesfrce user recrd. 3. Universal Cntainers is building an Order Management System (OMS) in Salesfrce and designing the rder entry data mdel, which will require multiple data lkup relatinships. The cmpany has decided t use a third nrmal frm (3NF) data mdel. Which perfrmance impact shuld an architect cmmunicate t Universal Cntainers related t this design? A. Perfrmance when adding new rders B. Perfrmance when updating eisting rders C. Query perfrmance when searching fr rders D. Query perfrmance when running rder reprts 4. Universal Cntainers is currently using an n-premise custmer rewards system and wuld like t update the system with infrmatin frm multiple bjects in Salesfrce when pprtunities are clsedwn. The custmer rewards system epses a set f Web services t receive the required data. Which integratin apprach will meet this requirement? (There are tw crrect answers.) A. Create a wrkflw rule n pprtunities t send an utbund message t the custmer rewards Web service. B. Create an Ape trigger n pprtunities and invke the custmer rewards Web service synchrnusly. C. Create an Ape trigger n pprtunities and invke the custmer rewards Web service asynchrnusly. D. Schedule a batch Ape prcess fr unprcessed pprtunities and invke the custmer rewards Web service. 5. Universal Cntainers is planning a data migratin that will bring accunt and cntact data frm a legacy system int Salesfrce and maintain the relatinship that eists between accunt and cntact recrds. Apprimately 2 millin accunt recrds and 15 t 20 millin cntact recrds will be migrated. Which apprach shuld an architect recmmend fr the data migratin? A. Lad all recrds int Salesfrce and write an Ape trigger t build the accunt and cntact relatinships. TRAINING & CERTIFICATION 8

10 B. Lad the accunt data and use an Ape SOA callut t retrieve related cntact recrds frm the legacy system n demand. C. Lad all recrds int Salesfrce and use batch Ape t build the accunt and cntact relatinships. D. Lad the accunt and cntact data and use the legacy ID as an eternal ID t build the accunt and cntact relatinship. Sectin 8. Answers t Sample Eam Questins 1. A, C 2. B, C 3. D 4. A, C 5. D TRAINING & CERTIFICATION 9

11 Sectin 9. Maintaining a Certificatin Successful cmpletin f nline, release-specific Salesfrce.cm Certified Frce.cm Develper eams is required t maintain the prerequisite t the Salesfrce.cm Certified Frce.cm Technical Architect credential. Release eams are published three times a year, ne fr each f the majr prduct releases. Successful maintenance f the prerequisite credential, Salesfrce.cm Certified Frce.cm Develper, is required t maintain this credential. An annual maintenance fee f $100 will be charged when registering fr every third release eam, based n when the prerequisite credential was earned. The maintenance fee includes the three release eams and access t the supprting training material. Salesfrce.cm Certified prfessinals will be ntified autmatically when new release training material and eams becme available. In additin t maintaining the prerequisite credential, successful cmpletin f nline, architect-level release-specific eams, alng with leadership cntributins t the Architect Cmmunity thrugh activities such as speaking engagements, authring pprtunities, and serving as a review bard judge may be required t maintain the Salesfrce.cm Certified Technical Architect credential.